In this article:
- Creating a Scope in the Mobile App
- Creating a Scope in the Web App
- What's Included in the Scope
- Editing a Scope
- What job data goes into the Scope?
- When to Generate a Scope
- Will Scope work in offline mode?
Scopes can easily be created in the mobile app or the web app.
Creating a Scope in the Mobile App
- Open the Scopes section from the home page of the job.
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Tap the + button.
- Enter a title for your scope.
- Select which structures/rooms you want to include in the scope. Best to leave out any unaffected rooms, or rooms with nonconventional room names such as "before", "after", "policyholder photos", etc. Learn more about best practices for room labeling.
- Select which general notes you want to include and click Done. *If you have notes with information that is not relevant, such as internal comments, site access notes, etc. you'll probably want to leave those out.
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Tap Generate Scope.
Creating a Scope in the Web App
- Open the Scopes tab at the top of the job.
- Click New Mitigation Scope.
- Enter a title for your scope.
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Select which structures/rooms you want to include in the scope - deselect any unaffected rooms.
- Select which general notes you want to include.
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Click Generate Scope.
What's Included in the Scope
Within a couple of minutes, the engine will deliver a scope of work. Every scope follows the same format in its output:
- Project Narrative: A professional summary of the loss and cause.
- General Project Tasks: Captures high-level billable items (PPE, mobilization, dumpsters) often missed in manual scopes
- Room-by-Room Scope: A detailed task list for every affected area.
- Equipment Recommendations: S500-based air mover and dehumidifier counts
- IICRC Justification: Direct citations from the standard to defend every task against adjuster pushback.
- Data Quality Assessment: Highlights any missing info or assumptions made by the AI, so you know exactly what to double-check.
View a sample scope of work.
Editing a Scope
Scopes are fully editable documents with standard editing tools. You can add/remove rows and columns to tables and edit text as desired.
However, if your scope requires changes, it's usually better to go into the job file and update your documentation, then run a new scope. That way, that info is incorporated into the next scope. That could mean adding measurements, relabeling rooms, updating notes, etc.
What job data goes into the Scope?
We can pull the following information to generate an Encircle Scope:
- Project Details (claim summary, type of loss, date of loss, etc)
- Job Events
- Room Names
- Floor Plans
- General Notes
- Structure & Room media (photos, videos (audio only), 360 photos and notes)
- Hydro Data
When to Generate a Scope
Encircle Scope is designed to work at different stages of a job. We recommend running it at a few critical junctures:
Immediate On-Site
Generate a preliminary scope using minimum documentation. Within minutes of arrival, 4–6 photos per room and a brief damage note can generate a high-level preliminary scope. The prelim scope can be useful for getting quick client buy-in, allocating resources, meeting SLA's, updating admins and supervisors about new losses quickly, risk assessment and more. You can immediately get all parties aligned on the facts of the loss and start establishing a plan of attack.
End of Day 1
After your team has had time to document more thoroughly, prep the job site, place equipment, and complete Day 1 tasks, rerun the scope with your improved data set. By incorporate measurements, hydro data (if applicable), and additional details, you'll get for a much more detailed scope output. Tasks will have quantities, you'll get equipment recommendations, and your team will be well situated to execute on Day 2.
For a comprehensive, quantified scope, we recommend 10+ photos per room, a floor plan for measurements, and detailed room-specific notes to ensure 80-90% of job variables are captured on Day 1.
Job Completion
When the work is completed and you're ready to begin the final estimate, run the scope again. Provided your team has been capturing daily photos, notes, readings, etc, your scope will include tasks for work completed. After 72 hours, the system begins to capture what was actually done (as-built). For example, if a tech removed drywall even if it wasn’t originally prescribed, the scope will update to show “removed drywall” in the proper tense.
Learn more about what documentation you need and best practices for optimizing your scope outputs.
Will Scope work in offline mode?
No. You will need an internet connection (wifi or cellular data) to create a scope.
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